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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
3626
Redwood Wealth Management Group
New Jersey
$378K -$4.33K -24 -1%
RA
3627
Riverstone Advisors
Texas
$377K +$541 +3 +0.2%
JTWM
3628
Jackson Thornton Wealth Management
Alabama
$377K -$361 -2 -0.1%
WCM
3629
Wallace Capital Management
Texas
$377K +$72.5K +402 +27%
FSCM
3630
Front Street Capital Management
Montana
$376K -$2.89K -16 -0.8%
RFP
3631
Roth Financial Partners
Texas
$376K +$1.62K +9 +0.5%
KNFPWM
3632
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$375K +$121K +669 +56%
AWM
3633
Adams Wealth Management
Utah
$374K – – –
TSS
3634
Two Sigma Securities
New York
$374K -$1.73M -9,599 -84%
DWP
3635
Destiny Wealth Partners
Florida
$373K -$61.7K -342 -16%
AM
3636
Atwater Malick
Pennsylvania
$373K +$6.86K +38 +2%
LGWM
3637
Litman Gregory Wealth Management
California
$372K +$335K +1,856 New
DC
3638
Defender Capital
North Carolina
$370K – – –
MWM
3639
MBE Wealth Management
Wisconsin
$370K +$31.9K +177 +11%
SC
3640
Schiavi & Co
Delaware
$370K – – –
WFA
3641
Websterrogers Financial Advisors
South Carolina
$370K -$52.3K -290 -14%
HWM
3642
HFR Wealth Management
New York
$370K – – –
SHWM
3643
Smith & Howard Wealth Management
Georgia
$368K -$7.22K -40 -2%
APW
3644
Axim Planning & Wealth
Ohio
$367K -$329K -1,824 -50%
SSW
3645
Smith Shellnut Wilson
Mississippi
$367K – – –
CCM
3646
Chickasaw Capital Management
Tennessee
$366K +$45.3K +251 +16%
FZCM
3647
Flynn Zito Capital Management
New York
$365K +$2.35K +13 +0.7%
CAM
3648
Crestone Asset Management
Colorado
$365K -$13.9K -77 -4%
SWMG
3649
Sanchez Wealth Management Group
Florida
$365K +$180 +1 +0.1%
OWMIAS
3650
One Wealth Management Investment & Advisory Services
Florida
$364K +$7.76K +43 +2%
144 145
146
147 148